MT
Michael Topley Portfolio
Invests via Lansing Street Advisors | Managed by Matt Topley, Michael Topley, Mike Horwath, CFA
Invests via Lansing Street Advisors
Managed by Matt Topley, Michael Topley, Mike Horwath, CFA
Automatically Tracked
Michael Topley Profile
With a background rooted in financial services and corporate leadership, Michael Topley has made significant contributions to the fields of investment and entrepreneurship. He has demonstrated a keen ability for strategic market expansion through his work with various companies. His experience includes pivotal roles where he successfully guided organizations toward operational excellence and enhanced profitability. Topley's insights into capital markets dynamics have established him as a respected figure among industry peers. Known for fostering collaborative environments, he remains engaged in shaping innovative solutions that respond to evolving market demands.
With a background rooted in financial services and corporate leadership, Michael Topley has made significant contributions to the fields of investment and entrepreneurship. He has demonstrated a keen ability for strategic market expansion through his work with various companies. His experience includes pivotal roles where he successfully guided organizations toward operational excellence and enhanced profitability. Topley's insights into capital markets dynamics have established him as a respected figure among industry peers. Known for fostering collaborative environments, he remains engaged in shaping innovative solutions that respond to evolving market demands.
Investment Philosophy & Strategy
Evaluating investment opportunities through the lens of operational efficiency, Michael Topley leverages his extensive financial services experience to identify high-potential sectors ripe for growth. His strategic market insights enable him to navigate complex business landscapes, positioning investments toward scalable solutions that align with emerging trends. With a track record of enhancing organizational profitability and driving expansion initiatives, he focuses on fostering innovation within portfolio companies. This approach not only maximizes returns but also creates sustainable value in evolving markets.
Evaluating investment opportunities through the lens of operational efficiency, Michael Topley leverages his extensive financial services experience to identify high-potential sectors ripe for growth. His strategic market insights enable him to navigate complex business landscapes, positioning investments toward scalable solutions that align with emerging trends. With a track record of enhancing organizational profitability and driving expansion initiatives, he focuses on fostering innovation within portfolio companies. This approach not only maximizes returns but also creates sustainable value in evolving markets.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
27.72%
Gain +0.66%
Monthly
0.44%
Yearly
5.39%
Drawdown
15.91%
$439.76M
Equity
Holdings
$439.76M
Investment
$336.38M
$110.35M
Profit +$3.29M
Realized
$6.97M
Unrealized
$103.38M
Dividends
$17.64M
Goals
Avg. 56.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.66%
Profit
$3.29M
Win %
81%
This Week
Compared To Last Week
Gain
-0.24%
Profit
-$1.06M
Win %
81%
This Month
Compared to last month
Gain
-0.95%
Profit
-$4.24M
Win %
81%
This Year
Compared to last year
Gain
0.67%
Profit
$7.46M
Win %
81%
KLAC KLA Corporation
+5.55%
+$39,459.2 
AMD Advanced Micro Devices, Inc.
+4.75%
+$123,659.39 
GEV GE Vernova Inc.
+3.65%
+$9,312.35 
GSL Global Ship Lease Inc.
+3.52%
+$9,215.36 
CMG Chipotle Mexican Grill, Inc.
+3.14%
+$290,035.9 
CEG Constellation Energy Corporation
+2.85%
+$29,511.78 
GS The Goldman Sachs Group, Inc.
+2.61%
+$27,638.46 
VZ Verizon Communications Inc.
+2.46%
+$5,687.22 
JPM JPMorgan Chase & Co.
+2.3%
+$16,967.02 
AXP American Express Company
+2.18%
+$14,852.17 
WY Weyerhaeuser Company
+2.1%
+$13,350.78 
TSLA Tesla, Inc.
+1.88%
+$19,715.66 
HTZ Hertz Global Holdings, Inc.
+1.79%
+$919.26 
MTUM iShares MSCI USA Momentum Factor ETF
+1.72%
+$22,091.72 
UNP Union Pacific Corporation
+1.65%
+$4,336.02 
PNC The PNC Financial Services Group, Inc.
+1.58%
+$3,608.82 
BLK BlackRock, Inc.
+1.56%
+$4,321.58 
EXC Exelon Corporation
+1.54%
+$8,788.5 
DVN Devon Energy Corporation
+1.52%
+$13,702 
BAC Bank of America Corporation
+1.52%
+$20,527.92 
SEIC SEI Investments Company
+1.42%
+$7,895 
ECH iShares MSCI Chile ETF
+1.37%
+$36,732.08 
MCO Moody's Corporation
+1.37%
+$7,241.96 
TXN Texas Instruments Inc
+1.36%
+$4,618.63 
RPV Invesco S&P 500 Pure Value ETF
+1.31%
+$13,638.96 
NEE NextEra Energy, Inc.
+1.3%
+$2,712.78 
C Citigroup Inc.
+1.27%
+$7,069.97 
MTZ MasTec, Inc. Common Stock
+1.24%
+$38,855.04 
WSFS WSFS Financial Corporation
+1.21%
+$3,682.8 
JNJ Johnson & Johnson
+1.07%
+$15,779.4 
V Visa Inc. Class A
+1.05%
+$2,528.39 
MPC Marathon Petroleum Corporation
+1.03%
+$3,658.2 
IJS iShares S&P Small-Cap 600 Value ETF
+1.02%
+$15,387.85 
IWD iShares Russell 1000 Value ETF
+1.02%
+$3,229.84 
IJR iShares Core S&P Small-Cap ETF
+1%
+$14,459.96 
KKR KKR & Co. Inc.
+0.99%
+$14,755.18 
IWR iShares Russell Mid-Cap ETF
+0.95%
+$2,378.64 
VTV Vanguard Value ETF
+0.94%
+$98,372.38 
IWM iShares Russell 2000 ETF
+0.9%
+$49,761.66 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.9%
+$110,876.9 
SCHD Schwab U.S. Dividend Equity ETF
+0.89%
+$2,552.29 
PG Procter & Gamble Co
+0.85%
+$1,977.88 
EWZ iShares MSCI Brazil ETF
+0.83%
+$16,212.45 
SDY SPDR S&P Dividend ETF
+0.82%
+$10,772.91 
GE General Electric Company
+0.81%
+$2,913.29 
VYM Vanguard High Dividend Yield ETF
+0.8%
+$2,093.55 
IUSV iShares Core S&P U.S. Value ETF
+0.8%
+$8,365.87 
IJH iShares Core S&P Mid-Cap ETF
+0.73%
+$10,556.1 
HD The Home Depot, Inc.
+0.73%
+$6,930.97 
EMGF iShares MSCI Emerging Markets Multifactor ETF
+0.73%
+$7,539.25 
COST Costco Wholesale Corporation
+0.72%
+$9,429.51 
UNH UnitedHealth Group Incorporated
+0.71%
+$3,754.83 
IVE ISHARES S&P 500 VALUE ETF
+0.71%
+$114,432.65 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$2,385.21 
QQQM Invesco NASDAQ 100 ETF
+0.68%
+$47,286.38 
MS Morgan Stanley
+0.66%
+$18,061.4 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.65%
+$5,635.86 
QQQ Invesco QQQ Trust, Series 1
+0.62%
+$70,990.08 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.62%
+$2,669.61 
IVLU iShares MSCI International Value Factor ETF
+0.62%
+$2,696.64 
IEMG iShares Core MSCI Emerging Markets ETF
+0.61%
+$81,079.77 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.61%
+$65,294.75 
IVV iShares Core S&P 500 ETF
+0.58%
+$22,454.66 
VOO Vanguard S&P 500 ETF
+0.58%
+$409,971.83 
SPY SPDR S&P 500 ETF Trust
+0.57%
+$79,629.56 
VIG Vanguard Dividend Appreciation ETF
+0.57%
+$9,207.59 
GOOGL Alphabet Inc
+0.56%
+$26,864.13 
HON Honeywell International Inc.
+0.55%
+$1,337.05 
IWB iShares Russell 1000 ETF
+0.55%
+$22,890.42 
OIH VanEck Oil Services ETF
+0.54%
+$2,211.6 
QUAL iShares MSCI USA Quality Factor ETF
+0.51%
+$2,778.36 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.5%
+$19,178.4 
EFV iShares MSCI EAFE Value ETF
+0.48%
+$45,425.2 
VXF Vanguard Extended Market ETF
+0.48%
+$10,809.48 
GOOG Alphabet Inc
+0.46%
+$3,598.16 
WMT Walmart Inc.
+0.45%
+$2,484.66 
ISVL iShares International Developed Small-Cap ETF
+0.44%
+$1,291.68 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+0.42%
+$9,970.37 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.41%
+$78,768.8 
PEP PepsiCo, Inc.
+0.4%
+$1,143.76 
VEU Vanguard FTSE All-World ex-US ETF
+0.4%
+$14,989.91 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.4%
+$1,678.92 
BMY Bristol-Myers Squibb Company
+0.4%
+$2,357.55 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.35%
+$43,003.25 
AMGN Amgen Inc.
+0.34%
+$4,734.83 
FRDM Freedom 100 Emerging Markets ETF
+0.34%
+$25,987.68 
EFA iShares MSCI EAFE ETF
+0.31%
+$2,957.76 
XOM Exxon Mobil Corporation
+0.29%
+$1,830.43 
OEF iShares S&P 100 ETF
+0.27%
+$3,152.13 
DTH WisdomTree International High Dividend Fund
+0.23%
+$5,689.45 
VUG Vanguard Growth ETF
+0.22%
+$28,652.76 
NVDA NVIDIA Corporation
+0.18%
+$3,751.8 
MSFT Microsoft Corp.
+0.13%
+$5,475.08 
XLG Invesco S&P 500 Top 50 ETF
+0.13%
+$2,770 
PH Parker-Hannifin Corporation
+0.12%
+$707.3 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+0.12%
+$2,700.16 
BINC iShares Flexible Income Active ETF
+0.12%
+$3,669.84 
IEV iShares Europe ETF
+0.11%
+$689.44 
GLDM SPDR Gold MiniShares Trust
+0.11%
+$223.56 
CB Chubb Limited
+0.1%
+$1,321.92 
FID First Trust S&P International Dividend ETF
+0.09%
+$681.95 
IAU iShares Gold Trust
+0.09%
+$169.89 
IWF iShares Russell 1000 Growth ETF
+0.06%
+$198.6 
GLD SPDR Gold Shares
+0.06%
+$1,171.8 
SUB iShares Short-Term National Muni Bond ETF
+0.04%
+$85.36 
JKL iShares Morningstar Small-Cap Value ETF
+0.03%
+$253.4 
CORO Ishares International Country Rotational Active ETF
+0.03%
+$2,336.08 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
+0.02%
+$62.7 
HYD VanEck High Yield Muni ETF
+0.02%
+$105.94 
EFG iShares MSCI EAFE Growth ETF
+0.02%
+$355.6 
MCD McDonald's Corporation
+0.01%
+$1,067.25 
BSV Vanguard Short-Term Bond ETF
0%
$0 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
0%
$0 
UFO Procure Space ETF
-7%
-$24,234.22 
CTAS Cintas Corporation
-3.09%
-$28,735.06 
LLY Eli Lilly and Company
-2.41%
-$41,820.61 
ADEA Adeia Inc.
-2.15%
-$20,468.7 
ASML ASML Holding N.V. New York Registry Shares
-1.92%
-$22,346.52 
PGEN Precigen Inc.
-1.77%
-$44,293.04 
LMT Lockheed Martin Corporation
-1.54%
-$2,856.1 
AAPL Apple Inc.
-1.52%
-$105,750 
MRK Merck & Co., Inc.
-1.41%
-$6,976.86 
AMZN Amazon.com Inc
-1.21%
-$29,584.11 
NFLX Netflix, Inc.
-1.14%
-$4,886.22 
ETHA iShares Ethereum Trust
-1.02%
-$2,923.7 
IBM International Business Machines Corporation
-0.97%
-$5,502.89 
AVGO Broadcom Inc.
-0.94%
-$8,691.64 
CSCO Cisco Systems, Inc.
-0.6%
-$3,163.09 
DJP iPath Bloomberg Commodity Index Total Return ETN
-0.55%
-$6,205.68 
UPS United Parcel Service, Inc.
-0.52%
-$1,999.54 
ISRG Intuitive Surgical, Inc.
-0.44%
-$2,655.26 
RTX RTX Corporation
-0.34%
-$1,690.32 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.31%
-$1,811.2 
DIS The Walt Disney Company
-0.3%
-$711.57 
TLH iShares 10-20 Year Treasury Bond ETF
-0.26%
-$8,552.44 
META Meta Platforms Inc Class A
-0.23%
-$2,753.38 
DBA Invesco DB Agriculture Fund
-0.21%
-$3,257.21 
IGV iShares Expanded Tech-Software Sector ETF
-0.18%
-$924.8 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.13%
-$488.37 
VHT Vanguard Health Care ETF
-0.13%
-$364.44 
SYSB iShares Systematic Bond ETF
-0.11%
-$2,180.2 
GOVT iShares U.S. Treasury Bond ETF
-0.11%
-$2,856.3 
VTEB Vanguard Tax-Exempt Bond ETF
-0.09%
-$1,235.57 
EPD Enterprise Products Partners L.P.
-0.07%
-$142.82 
IUSB iShares Core Universal USD Bond ETF
-0.07%
-$500.58 
INMU iShares Intermediate Muni Income Active ETF
-0.06%
-$1,054.35 
IETC iShares U.S. Tech Independence Fund
-0.06%
-$724.98 
IBIT iShares Bitcoin Trust
-0.06%
-$759.52 
VCRB Vanguard Core Bond ETF
-0.04%
-$7,718.73 
MUB iShares National Muni Bond ETF
-0.01%
-$173.11 Events
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Dividends
Dividend Analysis
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| Trades 2440 | Longs Won 1426/2440 58% | Profit Factor 7.59 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $326,555.86 |
| Average Win $89,131.59 | Best Trade (Jun 12) $12.56M | Sharpe Ratio -10.19 |
| Average Loss -$16,518.22 | Worst Trade (Jun 10) -$1.1M | Z-Score 0.35 (27.01%) |
| Commissions $0 | Avg. Trade Length 1y 3m 2d | Expectancy $45,226.3 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 26,316 | 23,684 | 21,053 | 18,421 | 15,789 | 13,158 | 10,526 | 7,895 | 5,263 | 2,632 |
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Returns
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